Are the portfolios you build for private management clients different than those in the MAXadvisor Powerfund Portfolio?
Yes. We have more flexibility building and managing accounts for private clients. We work with each client and build a customized portfolio that takes into account each client’s unique financial situation and goals. Our newsletter’s model portfolios are designed to be accessible to the greatest number of investors possible, and hence each model portfolio can be purchased for a relatively small initial investment. The private account relationship allows us to invest in a bigger universe of funds, including those with higher minimums and lower fees. We also have access to funds that individuals may not through our arrangement with the brokerage platform.
